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Everest Group

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
501
Financial Management Professionals
Texas
$32K +$29.5K +82 +1,171%
DIP
502
DT Investment Partners
Pennsylvania
$31.2K
FCA
503
FinTrust Capital Advisors
South Carolina
$31.1K
BTI
504
Blue Trust Inc
Georgia
$31K -$3.67K -11 -11%
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$30K +$29.3K +83 +4,150%
HWA
506
Heritage Wealth Advisors
Virginia
$28.6K
TCA
507
Trifecta Capital Advisors
Illinois
$28.6K
SSG
508
Summit Securities Group
New York
$27K +$13.1K +37 +95%
LC
509
Lindbrook Capital
California
$23.3K +$716 +2 +3%
MFT
510
Moisand Fitzgerald Tamayo
Florida
$22.9K
ZB
511
Zions Bancorporation
Utah
$22.2K
PSB
512
Piscataqua Savings Bank
New Hampshire
$21.8K -$1.43K -4 -6%
TAIM
513
TD Ameritrade Investment Management
Nebraska
$21K -$15.7K -44 -43%
AF
514
Allworth Financial
California
$19.7K -$716 -2 -4%
RTC
515
Riverview Trust Company
Washington
$19.7K
FIA
516
FNY Investment Advisers
New York
$18K +$18K +51 New
PPC
517
Park Place Capital
Alabama
$16.8K -$18.6K -52 -53%
FHA
518
First Horizon Advisors
Tennessee
$15.8K -$3.58K -10 -19%
GIA
519
GHP Investment Advisors
Colorado
$14.7K
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$14K +$8.95K +25 +179%
AF
521
Advisornet Financial
Minnesota
$13.6K +$358 +1 +3%
CCC
522
Chelsea Counsel Company
California
$12.5K
PFA
523
Pathway Financial Advisers
Indiana
$12.5K
PTC
524
Private Trust Company
Ohio
$11.1K
RFG
525
RFP Financial Group
Georgia
$11.1K